Hi, I’m
Kole Fox
Financial Professional
Boca Raton,FL
Summary
Detail-oriented and motivated financial analyst with hands-on internship experience across FP&A, investment banking, and wealth management. Skilled in Excel modeling, variance analysis, budgeting, and financial reporting. Eager to contribute strong analytical skills and business insight in a junior financial analyst role at a dynamic organization.
Overview
2
years of professional experience
2
Certifications
Work History
CohnReznick
Audit & Tax Intern
12.2024 - 04.2025
Job overview
- Completed GL reconciliations and supported preparation of partnership tax returns (Form 1065)
- Visualized audit data using Power BI to enhance clarity in internal and client-facing reporting
Equiturn Investment Bank
Financial Analyst Intern
06.2024 - 12.2024
Job overview
- Built Excel-based financial models (DCF, comps) to support deal valuations and client reporting
- Conducted financial statement analysis and assisted with cash flow forecasting for M&A opportunities
- Created dashboards and management reports summarizing financial KPIs and deal pipeline
Goldman Group Family Office
Financial Analyst Intern
10.2023 - 04.2024
Job overview
- Assisted in evaluating clinic acquisitions through financial due diligence and profitability modeling
- Developed financial models and prepared internal reporting packages for investment decisions
- Researched industry benchmarks and trends to support strategic analysis
A4M (American Academy of Anti-Aging Medicine)
FP&A Analyst
08.2022 - 09.2023
Job overview
- Built rolling forecasts and operational budgets to support decision-making for executive leadership
- Performed budget variance analysis and contributed to monthly financial reporting packages
- Streamlined cost analysis and identified $1.2M in optimization opportunities across departments
Breakaway Wealth
Wealth Management Intern
04.2022 - 07.2022
Job overview
- Conducted financial planning and asset allocation modeling for HNW clients using Excel
- Generated monthly investment reports and researched portfolio performance trends
Education
Florida Atlantic University (FAU)Boca Raton, FL
Bachelor of Science from Corporate Finance,
08-2024
University Overview
- Core coursework: Financial Modeling, Corporate Valuation, Managerial Accounting, and Excel for Finance
- Member of FAU Investment Association: Led discussions on financial markets and equity analysis
- Participated in Student Investment Fund: Generated 14% return over two semesters on a $250K mock portfolio
Skills
Excel: PivotTables
Excel: VLOOKUP
Excel: INDEX/MATCH
Excel: Financial Modeling
Excel: Budgeting Templates
Tools: QuickBooks
Tools: Power BI
Tools: PitchBook
Tools: Capital IQ
Tools: Bloomberg
Tools: Microsoft Office Suite
Certification
Securities Industry Essentials (SIE)
Timeline
Audit & Tax Intern
CohnReznick
12.2024 - 04.2025
Financial Analyst Intern
Equiturn Investment Bank
06.2024 - 12.2024
Financial Analyst Intern
Goldman Group Family Office
10.2023 - 04.2024
FP&A Analyst
A4M (American Academy of Anti-Aging Medicine)
08.2022 - 09.2023
Wealth Management Intern
Breakaway Wealth
04.2022 - 07.2022
Florida Atlantic University (FAU)
Bachelor of Science from Corporate Finance,
08.2024